Industry Voice
Industry Voice: Navigating markets in 2020
The good news for investors over the last year is that absolute returns have been positive, but the bad news is that valuations have been pushed up as fundamentals have moved in the opposite direction. The question now is: how does this divergence get resolved in 2020 given that central banks have delivered?
Industry Voice: Does US yield curve inversion equal recession?
Conventional wisdom suggests that US recessions usually follow an inverted yield curve. Given that the US yield curve has once again inverted, should we assume that a recession is on its way?
Industry Voice: Politics and investing in 2020 - a primer for investors
Backdrop – investing in volatile times
Industry Voice: Negative rates: More harm than good?
PIMCO believes that negative rates policy does not have much further room to run. In this article, we discuss the implications for investors.
Industry Voice: 2020 Investment Outlook
What to expect, how to prepare and create opportunities out of the inevitable challenges ahead.
Partner Insight: Applying ESG analysis to corporate bonds
Martin Foden, Head of Credit Research at Royal London Asset Management, explains how ESG and credit analysis must be integrated to achieve superior investment returns.
Industry Voice: Navigating Asia's new norms in 2020
Looking to the year ahead, Fidelity Asia Fund portfolio manager, Teera Chanpongsang believes investors face a new set of norms given a meaningful shift in the Sino-US dynamics and its impact on global growth. Encouragingly, however, Teera explains that...
Industry Voice: Link - Embracing the power of connected thinking
In an increasingly complex world, understanding the connections between people and ideas is crucial. AIQ looks at how organisations can put connected thinking into practice.
Partner Insight: Keep your cash in play
Janus Henderson explain how they apply a low volatility, absolute return mindset to fixed income investing
Industry Voice: The moral philosopher's curse
Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.
Industry Voice: How responsible investing empowers conviction in Europe
At Carmignac, we strive to find attractive long-term investment opportunities and deliver them to our investors; and we believe that it takes more than just financials to meet this objective. For us, socially responsible investing (SRI) is ingrained in...
Partner Insight: How ESG investing has gone mainstream
Victoria Hasler, Director, Research and Consulting, Square Mile Investment Consulting and Research, explains how ESG investing has evolved to become a central part of investment portfolios
Industry Voice: European equities: Finding the diamonds in the rough
Advisers and investors may ask themselves whether there are good reasons to consider Europe for investing. Carmignac’s Head of European Equities and Fund Manager Mark Denham argues that if you know where to look, there is much to be optimistic about....
Industry Voice: In today's markets, drawdowns can strike unexpectedly
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
Industry Voice: How to find what works in Europe - and what to avoid
With 25 years’ experience dedicated to European stocks, Carmignac’s Head of European Equities Mark Denham has the expertise to pick out the companies with true long-term promise in Europe, avoiding those that don’t offer long-term reward for investors...
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